Matthew Hamilton Rosenberg’s Barclays BCS Stock Holding History

Matthew Hamilton Rosenberg’s Portfolio BCS Stock Details BCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$64.7K	Buy	2,410 +876	+57%	+$21.1K	0.01%	407
2026 Q1	$32.5K	Hold	1,534	–	–	0.01%	481
2025 Q4	$39K	Hold	1,534	–	–	0.01%	457
2025 Q3	$31.7K	Hold	1,534	–	–	0.01%	479
2025 Q2	$28.5K	Hold	1,534	–	–	0.01%	512
2025 Q1	$23.6K	Hold	1,534	–	–	0.01%	517
2024 Q4	$20.4K	Buy	1,534 +1,470	+2,297%	+$19K	0.01%	535
2024 Q3	$778	Hold	64	–	–	﹤0.01%	787
2024 Q2	$696	Hold	64	–	–	﹤0.01%	754
2024 Q1	$595	Hold	64	–	–	﹤0.01%	795
2023 Q4	$504	Hold	64	–	–	﹤0.01%	824
2023 Q3	$499	Hold	64	–	–	﹤0.01%	821
2023 Q2	$503	Hold	64	–	–	﹤0.01%	843
2023 Q1	$460	Hold	64	–	–	﹤0.01%	883
2022 Q4	$499	Buy	+64	New	+$467	﹤0.01%	869

Other funds holding BCS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Matthew Hamilton Rosenberg's BCS Position: Q2 2026 in Review

Matthew Hamilton Rosenberg increased its Barclays (BCS) stake by 57% in Q2 2026, buying an estimated $21.1K and bringing the position to 2,410 shares worth $64.7K. The position accounts for 0.01% of the portfolio, ranked #407.

Matthew Hamilton Rosenberg first reported a position in BCS in Q4 2022 and has held it in 15 quarters since. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

Matthew Hamilton Rosenberg held 2,410 shares of Barclays worth $64.7K as of Q2 2026.
Matthew Hamilton Rosenberg bought 876 Barclays shares in Q2 2026, an estimated $21.1K.
Barclays made up 0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #407 holding.
Matthew Hamilton Rosenberg first reported a position in Barclays in Q4 2022 and has held it in 15 quarters since.
557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.